See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,788 | $58,577+39.6% | $83,333-1.9% | $64,186+27.4% |
| Participation rate | 61.0% | 72.0%-11.1pp | 77.8%-16.8pp | 69.6%-8.6pp |
| Annual return | -3.05% | 9.65%-12.7pp | 10.63%-13.7pp | 7.63%-10.7pp |
| Employer contribution / active EE | $2,276 | $2,098+8.5% | $3,379-32.6% | $2,381-4.4% |
| Participant deferral / active EE | $3,701 | $4,654-20.5% | $5,565-33.5% | $3,470+6.7% |
| Admin fee / account holder | $21,399 | $9,275+130.7% | $7,510+184.9% | $4,888+337.8% |